Daniel Machado is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he served in the U.S. Army from 2014 to 2018. Outside of advising, he is a landlord managing a three-unit apartment complex in Prescott, AZ, with responsibilities including landscaping and tenant relations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad national network of financial advisors and branch offices.

Robert Waring is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by research and various management options.

Joseph Hedrick is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal advice for clients nearing or in retirement.

Benjamin Kissel is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Target, the University of Arizona, and Troon Management's Capital Canyon Golf Course. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, providing advisory services without individual security recommendations in standalone plans.

George Chardukian is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including 12 years at RBC Capital Markets prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from both internal and third-party sources.

Dustin Dornbusch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Thrivent Financial. He serves as a trustee for an income-producing land trust. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Lisa Ortega is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has 11 years of industry experience. She previously worked at USAA in various financial planning and investment management roles before joining Schwab in 2020. Outside of her advisory work, Ortega owns a business offering Reiki and energy healing services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management supported by centralized custody, brokerage, and operational infrastructure.

Gina Shumway is a financial advisor with Wells Fargo Clearing in Prescott, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo since 2017 and is also involved in ticket sales for the Findlay Toyota Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with over $671 billion in assets under management and more than 14,000 financial advisors.